| Cranbrook Wealth Management, LLC | 177 | $10.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 177 | $10.6K | 0.00% | +177 | New |
| Reyes Financial Architecture, Inc. | 172 | $10.3K | 0.01% | +172 | New |
| Halbert Hargrove Global Advisors, LLC | 171 | $10.2K | 0.00% | +171 | New |
| GPS Wealth Strategies Group, LLC | 169 | $10.1K | 0.00% | +1+0.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 173 | $10.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 158 | $9.46K | 0.00% | +35+28.5% | Added |
| Plante Moran Financial Advisors, LLC | 157 | $9.38K | 0.00% | −88−35.9% | Reduced |
| South Plains Financial, Inc. | 156 | $9.32K | 0.01% | +156 | New |
| True Wealth Design, LLC | 154 | $9.20K | 0.00% | +93+152.5% | Added |
| Morse Asset Management, Inc | 154 | $9.20K | 0.00% | +154 | New |
| Glass Jacobson Investment Advisors llc | 164 | $8.88K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 147 | $8.79K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 127 | $7.59K | 0.00% | +127 | New |
| Sierra Ocean, LLC | 126 | $7.59K | 0.01% | +7+5.9% | Added |
| Cornerstone Planning Group LLC | 125 | $7.31K | 0.00% | +45+56.3% | Added |
| LGT Financial Advisors LLC | 120 | $7.17K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 119 | $7.11K | 0.00% | −35−22.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 117 | $6.96K | 0.00% | +105+875.0% | Added |
| Nalls Sherbakoff Group, LLC | 115 | $6.87K | 0.01% | +115 | New |
| TFC Financial Management | 112 | $6.69K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 112 | $6.69K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 106 | $6.33K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 105 | $6.27K | 0.00% | +105 | New |
| Penserra Capital Management LLC | 102 | $6.00K | 0.00% | −3,088−96.8% | Reduced |
| Minot DeBlois Advisors LLC | 100 | $5.98K | 0.01% | −150−60.0% | Reduced |
| Kiker Wealth Management, LLC | 100 | $5.98K | 0.00% | +100 | New |
| VSM Wealth Advisory, LLC | 100 | $5.98K | 0.00% | +100 | New |
| MorganRosel Wealth Management, LLC | 97 | $5.80K | 0.00% | +97 | New |
| Glen Eagle Advisors, LLC | 96 | $5.72K | 0.00% | +1+1.1% | Added |
| Tower View Investment Management & Research LLC | 94 | $5.59K | 0.00% | +1+1.1% | Added |
| Accordant Advisory Group Inc | 90 | $5.38K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 85 | $5.08K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 66 | $3.94K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 59 | $3.53K | 0.00% | −663−91.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 57 | $3.41K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 53 | $3.17K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 46 | $2.75K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 46 | $2.75K | 0.00% | +46 | New |
| Archer Investment Corp | 40 | $2.39K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 39 | $2.33K | 0.00% | −246−86.3% | Reduced |
| Winnow Wealth LLC | 37 | $2.19K | 0.00% | +12+48.0% | Added |
| WealthTrak Capital Management LLC | 35 | $2.09K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 37 | $2.09K | 0.00% | +4+12.1% | Added |
| NVWM, LLC | 34 | $2.03K | 0.00% | +5+17.2% | Added |
| Bay Harbor Wealth Management, LLC | 34 | $2.03K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 32 | $1.91K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 30 | $1.79K | 0.00% | −146−83.0% | Reduced |
| S&T Bank | 30 | $1.79K | 0.00% | +30 | New |
| Garde Capital, Inc. | 30 | $1.79K | 0.00% | +30 | New |
| Nova Wealth Management, Inc. | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 25 | $1.51K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $1.49K | 0.00% | +25 | New |
| Capital A Wealth Management, LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 24 | $1.43K | 0.00% | −139−85.3% | Reduced |
| Cape Investment Advisory, Inc. | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 21 | $1.25K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 19 | $1.14K | 0.00% | +19 | New |
| Advantage Trust Co | 19 | $1.14K | 0.00% | −51−72.9% | Reduced |
| American Capital Advisory, LLC | 16 | $957 | 0.00% | +16 | New |
| Osterweis Capital Management Inc | 15 | $896 | 0.00% | +15 | New |
| MPWM Advisory Solutions, LLC | 14 | $837 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $837 | 0.00% | +14 | New |
| Bear Mountain Capital, Inc. | 10 | $617 | 0.00% | +10 | New |
| Founders Capital Management | 9 | $546 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $478 | 0.00% | +8 | New |
| Semmax Financial Advisors Inc. | 6 | $350 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 27,300 | – | – | −338,050−92.5% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −38,904−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −680,125−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −607,905−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −603,602−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −486,868−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −261,884−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −207,074−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −182,110−100.0% | Sold out |
| Valiant Capital Management, L.P. | 0 | $0 | 0.00% | −176,366−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −159,101−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −155,694−100.0% | Sold out |
| Woodley Farra Manion Portfolio Management Inc | 0 | $0 | 0.00% | −131,118−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −96,003−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −82,109−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −79,674−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −69,094−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −63,509−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −56,887−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −54,623−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −47,148−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −41,695−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −35,660−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −34,689−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −33,422−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −27,881−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −25,557−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −23,140−100.0% | Sold out |
